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Sterling Portfolio Managers LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

Sterling Portfolio Managers LLC is a financial services firm based in the Greater Houston area. It offers planning and advisory services across retirement, estate, education, and investment planning, along with services tailored to business owners. As an independent advisor, it provides objective guidance customized to each client by aligning portfolios with individual needs and a core tolerance for risk. The firm emphasizes ongoing, personalized attention and strives to build long-term relationships by adapting portfolios to clients' changing life circumstances, with securities and advisory services provided through LPL Financial. It offers a free, comprehensive portfolio risk analysis and an online risk-tolerance check to help clients understand their exposure and ensure their portfolio aligns with their risk appetite.

Find Sterling Portfolio Managers LLC employees' phone numbers or email addresses

Sterling Portfolio Managers LLC Global Highlights

Location
Employees

North America
9

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  • United States Of America
    8
  • Canada
    1

Sterling Portfolio Managers LLC's Leadership

  • Stylized image of a person
    J. B.
    President, Wealth Consultant
    Mobile Phone
  • Stylized image of a person
    S. N.
    President
    Mobile Phone
  • Stylized image of a person
    P. P.
    Financial Advisor
    Mobile Phone

Sterling Portfolio Managers LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business Development
  • Other

Contact profiles from Sterling Portfolio Managers LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. B.
    President, Wealth Consultant
    Mobile Phone
    United StatesMississippi
    Jun 28, 2026
  • Stylized image of a person
    S. N.
    President
    Mobile Phone
    United StatesWisconsin
    Apr 16, 2026
  • Stylized image of a person
    P. P.
    Financial Advisor
    Mobile Phone
    United StatesMississippi
    Jun 08, 2026

Frequently Asked Questions

What is Sterling Portfolio Managers LLC known for?

Minus sign iconPlus sign iconSterling Portfolio Managers LLC was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-832-912-****
. Explore Sterling Portfolio Managers LLC's company overview page for more information.

What is Sterling Portfolio Managers LLC's most common email format?

Minus sign iconPlus sign iconSterling Portfolio Managers LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sterling Portfolio Managers LLC email formats with LeadIQ.

How many employees does Sterling Portfolio Managers LLC have currently?

Minus sign iconPlus sign iconSterling Portfolio Managers LLC has approximately 2 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sterling Portfolio Managers LLC's key employees and leadership?

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As of August 2026, Sterling Portfolio Managers LLC's key employees include:

  • President, Wealth Consultant: J. B.
  • President: S. N.
  • Financial Advisor: P. P.

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